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- Green Bay, WI 54301
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Senior Fiduciary Officer - Manitowoc
Associated Bank • Green Bay, WI
Posted 2 months ago
Equal Opportunity Employer
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.
Under limited supervision, responsible for the relationship management and administration of assigned Personal Trust accounts, as well as other types of Trust Department accounts as assigned. Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to both existing and new customers. The position is responsible for providing sophisticated wealth planning perspectives and solutions, acting as an expert and consultant for internal partners and profiling for cross-selling opportunities. The individual should be confident in the development of independent new business with existing clients and external prospects. In addition, the individual should have a strong background and focus related to internal policies and procedures, compliance initiatives and projects and general regulatory changes impacting the Personal Trust business line.
Responsible for expanding and deepening customer relationships by identifying customers’ needs comprehensively and matching their needs with selections and resources within the colleague’s assigned business line and across all business lines of Associated Bank.
As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and ensure that the customer’s best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline.
KEY RESULT AREAS
Regulation and Compliance
New business development
Strong listening and questioning skills in order to provide advice and consult with clients concerning a broad range of financial planning areas including advanced estate and generation planning, retirement planning, investment management, risk management and charitable planning.
Ensure compliance with policies and procedures related to all aspects of the position and keep informed of new legal, regulatory, and tax developments.
Perform administrative duties of assigned accounts including reviewing client correspondence and processing requests for information, scheduling of appointments, recording client contacts, approving bills, processing discretionary payment requests, reviewing and coordinating investment cash flow needs with the investment officer.
Profile existing customer base for additional financial service needs in order to identify cross-selling opportunities through referrals to internal partners within and/or outside of Private Client and Institutional Services.
Review and analyze legal documents including revocable and irrevocable trusts, wills, real estate, agency agreements, and custody agreements to determine effective administration and compliance with documented provisions.
Participate in project and working group as well as committees within the organization in order to drive policy and procedural changes in order to improve risk mitigation and work flow efficiency.
The PT Relationship Manager can, independently or in collaboration with other partners, create and/or coordinate specific sales proposals to generate new business. In addition, the individual can build and expand referral source opportunities both internally and externally.
Potentially supervise the activities and development of assigned Administrative Assistants or Officers to ensure customer service standards are met.
Participate in community and business functions/groups to ensure a positive image for the bank within the region’s marketplace. Establish professional network within the community.
Coordinate financial planning needs of client.
Bachelor's Degree or equivalent combination of education and experience Business, Finance, Accounting Required
Master's Degree Business, Finance, Accounting Preferred
JD Business, Finance, Accounting Preferred
7-10 years Personal trust relationship management or related financial services experience Required
7-10 years Complexity of relationships and accounts varies from low to high depending upon level and experience.
Past track record relationship management retention and deep selling success.
Strong knowledge of other bank business line product and success in identifying client needs and making referral to other bank products to address those needs.
Demonstrated relationship management and client retention success within the financial services/trust industry.
Strong record of compliance with, and understanding of, regulatory requirements.
Business development skills/experience and proven success in generating additional business from existing client base.
Past experience with and demonstrated success in creating and developing both internal and external referral network.
Past track record of sales and client management success. Required
10-12 years Personal trust relationship management or related financial services experience Preferred
LICENSES & CERTIFICATIONS
CFP-Certified Financial Planner by start date Preferred
CTFA-Certified Trust and Financial Advisor by start date Preferred
CWS-Certified Wealth Strategist within 2 years Preferred
Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required